Experience

OpenSpace

• United States
• Software Development
• 200 - 300 Employee

• Senior Inside Sales

  • May 2023 - Present

• Sales Development Representative

  • Mar 2022 - Present



Orbis Payment Services inc.

• United States
• Banking
• 1 - 100 Employee

• Enterprise Account Manager

  • Sep 2019 - Mar 2022

  Managed the entire sales cycle and management of a bank portfolio consisting of 22 branches.Worked with regional managers and bank branch managers to grow the portfolio’s overall payment processing volume from $250 million to $300 million. Oversaw the implementation and installation of credit card processing hardware and software systems for over 100 businesses. Organized, educated and presented bi-weekly webinars in order to improve the bank portfolio’s productivity in bringing new leads to the pipeline. Created and collaborated with bank branch members to develop marketing material used across all 22 branches. Formed partnerships with various cloud-based point of sale companies as well as SaaS companies in order to improve productivity in successfully acquiring new accounts in various industries. Show less

• Account Manager

  • Jan 2019 - Sep 2019

  Managed and supported over 300 client accounts. Analyzed merchant processing statements and provided proposals that breakdown savings. Collaborated with bank management and business owners in order to oversee and facilitate the onboarding of merchant accounts. Responsible for customer relationship management for each account by working with bank representatives, business owners and their employees on strategic operations and execution regarding payments processing.

• Customer Success Manager

  • Jun 2018 - Jan 2019

  Established and assisted in the management of 700 client relationships. Responsible for $2,500,000 per day in payment processing volume. Recognized for superior customer service by senior management. Assisted in the management of large-scale operations involving payments processing. Created an inventory management system which saved the company an annual $50,000.



UC Davis Medical Center

• Financial Analyst

  • May 2015 - Jun 2018

  Responsible for financial oversight, procedure development, and complex budget/financial management and federally mandated annual reporting for the Interventional Radiology Department. Negotiated equipment pricing and contracts with third party equipment vendors. Responsible for tasks associated with accounts receivable for Interventional Radiology procedures. Created a quality control program which improved compliance for 2 quarters in a row. Responsible for financial oversight, procedure development, and complex budget/financial management and federally mandated annual reporting for the Interventional Radiology Department. Negotiated equipment pricing and contracts with third party equipment vendors. Responsible for tasks associated with accounts receivable for Interventional Radiology procedures. Created a quality control program which improved compliance for 2 quarters in a row.